MZ
MZ

Mark Zimmerer

7 Years of Experience
Norfolk, NE
Broker

Mark Zimmerer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norfolk, NE, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1500 Market Lane, Norfolk, NE, 68701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark works as a financial advisor for both First Investments and Planning and First National Bank of Omaha. He dedicates about half of his time to each role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Edward Jones
June 2018 - February 2024 · 5 yrs 8 mos
Edward JonesBroker
May 2018 - February 2024 · 5 yrs 9 mos
State Registrations7 states
COIAMONESDTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.